Michael Phelps is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors since 2004 and also works with Loe Financial Group. In addition to advisory services, he is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets with nearly 3,700 advisors. The firm utilizes model-driven investment strategies supported by third-party managers and provides custody and trade execution through Pershing.

Norma Knox is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2022, following a 13-year tenure at Oppenheimer & Co. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

William Benjamin is a Series 66-licensed financial advisor with eight years of industry experience. He currently serves at Cambridge Investment Research Advisors and previously worked at GWN Securities, Equitable Advisors, and AXA Advisors. Benjamin is a board member and volunteer with the Andover Area Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Matthew Washburn is a financial advisor with Edward Jones in Wichita, KS, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and is also involved with Return to Motion Medical, Inc., a medical sales and data processing company that is in the process of closing. Prior to his current role, he was associated with Total Solutions RX and West Side Medical Supply, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs with discretionary and non-discretionary strategies.

Sarah Wright is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has prior work experience with the City of Rose Hill and USD 394 Rose Hill Schools. Wright also manages an advisory business through Andover Financial Services LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm delivers comprehensive, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis to support clients’ retirement income strategies.

Clancy Sadiq is a financial advisor at Edward Jones in Derby, KS, holding Series 63 and Series 65 licenses. He has one year of experience with Edward Jones and previously worked in the optical care industry, including five years at Jury Eye Care LLC and four years at Visionworks. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Jessica Radmacher is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. She previously worked at Ernst & Young US LLP and has held positions within Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Radmacher also has experience at Oklahoma State University and held a role at Top Gun in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques as part of its advisory process.

Hannah Demaree is a financial advisor at Osaic Wealth, Inc. with a Series 66 designation and recently started her advisory career. She has prior experience working in the education sector with Unified School Districts 465 and 470. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios.

Randall Johnson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co., Inc. since 2014. He is based in Wichita, KS, and holds a Series 63 license. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that informs asset allocation and financial planning analyses.

Anthony Flax is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include ownership of Flax Holdings Inc. and work at Waddell & Reed, Inc., among other insurance and financial entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing a combination of discretionary and non-discretionary management supported by in-house and third-party research.

Stephen Yager is a financial advisor at OSAIC with over 55 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. since 2009. Outside of his advisory work, he serves on the boards of the Rainbows United Charitable Foundation and Larksfield Retirement Communities Foundation, and he acts as trustee for a family trust. OSAIC serves a broad range of retail and institutional clients with integrated brokerage and investment advisory services, offering diverse portfolio management options through multiple advisory platforms and third-party money managers.

William Wagner III is a CFP® professional with 19 years of industry experience, currently advising clients at LPL Financial. He previously worked at Wells Fargo Advisors and affiliated entities for eight years prior to joining LPL Financial. Wagner is also a principal owner of Horizon Wealth Management Group LLC in Wichita, KS, where he dedicates significant time to the practice and serves as a trustee of the Finet 401(k) plan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by LPL Research and third-party subadvisors, providing both discretionary and non-discretionary management solutions.

Thomas Wolford is a CFP® with 18 years of industry experience, currently serving at Edelman Financial Engines since 2016. Prior to that, he worked at Tmfs Advisors, LLC from 2014 to 2016. He is a board member of the Kansas Racquetball Association. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing model-based and customized portfolios while supporting a large participant base through advisor-led and online offerings.

Jonathan Gilmour is a financial advisor at Edward Jones in Derby, KS, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones, he worked for Evergy for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Derek Keller is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 credential and 20 years of industry experience. He previously worked for Bank of America and Merrill from 2010 to 2024. Keller is also involved in tax preparation and accounting through a licensed business entity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by LPL Research and third-party resources.

David Mc Fadden II is a financial advisor with Ameriprise in Augusta, KS, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Company, MML Investors Services LLC, First Command, and Bank of the West. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Richard Kluge is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing and its affiliates since 2009. Kluge also serves as a trustee and holds power of attorney for his mother's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rachel Long is a financial advisor at Morgan Stanley with six years of industry experience. She has worked at Morgan Stanley since 2023 and previously spent four years at IMA Wealth, Inc. Outside of her advisory role, she is involved with R & K Holding, LLC, a real estate business based in Wichita, Kansas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Nathan Ralston is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and six years of industry experience. His career includes roles at Morgan Stanley Private Bank and AXA Advisors, as well as a prior position outside finance at Ziggys Pizza. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and proprietary planning tools.

Ryan Zern is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked for OneSource Technology for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutions, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.